Palmetto is a leading clean tech company on a mission to accelerate the transition to a clean energy future. With a belief that consumers can have it all, we are an uncompromising energy company that makes coming clean a no brainer. Our award-winning technology platform empowers homeowners, businesses, and entrepreneurs to adopt renewable energy through simple, scalable, and innovative solutions. Operating at the intersection of B2B and D2C Deliver end-to-end solutions for whole home electrification Foster a promote-from-within culture that prioritizes talent development, career growth, and purpose-driven work Prioritizes people, planet, and profit—backed by a culture that values collaboration, impact, and balance
Relationship Manager
Location
United States
Posted
11 days ago
Salary
Not specified
No structured requirement data.
Job Description
Role Description
The Relationship Manager role is critical to the success of the Palmetto Finance Platform, managing the support and processing ecosystem surrounding Palmetto’s financial products. The Relationship Manager is a servant leader, willing to work directly with stakeholders to ensure smooth processes surrounding all financial product transactions.
- Become a LightReach portal and financial product expert, ready and able to answer any question thrown your way
- Establish and maintain regular cadence of communication and execution of deliverables with Certified Installer leaders and reps
- Proactively visit key partners onsite to build and maintain strong relationships, fostering trust and collaboration
- Coordinate and prioritize with internal colleagues to smooth out any friction points or blockers relating to milestones, platform functionality, or LightReach product knowledge
- Drive continuous evaluation and improvement of external partner resources (Intercom), internal processes (Guru) and help build systems that meet current and future company service expansions
- Provide coaching and training for Certified Installer sales reps on LightReach products and portal
- Seek constant improvement in the quality of Palmetto’s product and customer experience through consolidated feedback
- Maintain familiarity with third party proposal platforms that LightReach is integrated into (Solo, Aurora, Solargraf, Enerflo, etc)
- Ability to deliver in person sales trainings on LightReach processes and competitive positioning in the region
- Strategic business planning & forecasting activities with EPC partners
- Competitive market knowledge and LightReach positioning
- Support rep resolutions on any escalations in Intercom as necessary
Qualifications
- Minimum 4-6 years of experience in a customer, tech, or sales support role
- Minimum 2-4 year experience in a sales-partner-facing role
- BS/BA Preferred
- Preferred experience with interpreting data reports to streamline workflows
- Enjoys working in a fast-paced rapidly changing environment
- Willingness to travel in region up to 50%
- Customer service mindset
- Problem solver
- Attention to detail
- Strong computer skills
- Ability to work independently as well as in a team
- Excellent communicator, both written and verbal
- Knowledge of the construction or solar industry preferred
- Spanish speaker is a plus
Requirements
- Employment is contingent upon the successful completion of a background check.
Benefits
- Comprehensive benefits package—including unlimited PTO, medical, dental, and vision coverage, paid parental leave, retirement plans, and more.
Company Description
Palmetto is a leading clean tech company on a mission to accelerate the transition to a clean energy future. With a belief that consumers can have it all, we are an uncompromising energy company that makes coming clean a no brainer. Our award-winning technology platform empowers homeowners, businesses, and entrepreneurs to adopt renewable energy through simple, scalable, and innovative solutions.
- Operating at the intersection of B2B and D2C
- Deliver end-to-end solutions for whole home electrification
- Foster a promote-from-within culture that prioritizes talent development, career growth, and purpose-driven work
- Prioritizes people, planet, and profit—backed by a culture that values collaboration, impact, and balance
Job Requirements
- Minimum 4-6 years of experience in a customer, tech, or sales support role
- Minimum 2-4 year experience in a sales-partner-facing role
- BS/BA Preferred
- Preferred experience with interpreting data reports to streamline workflows
- Enjoys working in a fast-paced rapidly changing environment
- Willingness to travel in region up to 50%
- Customer service mindset
- Problem solver
- Attention to detail
- Strong computer skills
- Ability to work independently as well as in a team
- Excellent communicator, both written and verbal
- Knowledge of the construction or solar industry preferred
- Spanish speaker is a plus
- Employment is contingent upon the successful completion of a background check.
Benefits
- Comprehensive benefits package—including unlimited PTO, medical, dental, and vision coverage, paid parental leave, retirement plans, and more.
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